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Financial Life Planners: HWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Life Planners on HWM, newest first. How the timeline and the estimate are built.

Financial Life Planners held 3,949 HWM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,949 shares
    Change vs previous 13F +1,159 shares

    0.68% of the 13F portfolio, value $1,061,816.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,790 shares
    Change vs previous 13F +67 shares

    0.49% of the 13F portfolio, value $642,987.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,723 shares
    Change vs previous 13F +100 shares

    0.4% of the 13F portfolio, value $558,238.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,623 shares
    Change vs previous 13F +593 shares

    0.35% of the 13F portfolio, value $514,781.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,030 shares
    Change vs previous 13F +923 shares

    0.31% of the 13F portfolio, value $377,805.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,107 shares
    Change vs previous 13F +323 shares

    0.14% of the 13F portfolio, value $143,614.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 784 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $85,768.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).